Let's move forward. Together.

Meeting in a office

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    David Smith

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • IL
    • MA
    • MD
    • ME
    • MT
    • NC
    • NY
    • SC
    • TX
    • VA

    David is also responsible for the structure and focus of our team. His experience lies with recognizing and addressing the concerns, investment solutions and estate planning needs for affluent individuals and entities. His consistent, in-depth review of the investment climate gives our team the additional resources necessary to recommend alternative solutions in times of uncertainty. David has been in the financial services industry since 1980.

        • Chartered Retirement Plans Specialist℠
        380 Knollwood Street
        Suite 250
        Winston-Salem, NC 27103
        dn.smith@ubs.com
        David Smith
        380 Knollwood Street,Winston-Salem,NC,27103
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        John Fisher

        Senior Wealth Strategy Associate

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        • AL
        • CA
        • CT
        • DC
        • FL
        • GA
        • HI
        • IA
        • ME
        • MT
        • NC
        • NJ
        • NY
        • SC
        • TX
        • VA

              380 Knollwood Street
              Suite 250
              Winston-Salem, NC 27103
              john.r.fisher@ubs.com
              John Fisher
              380 Knollwood Street,Winston-Salem,NC,27103
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              Loretta Fredere

              Senior Client Associate

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              • AL
              • CA
              • DE
              • FL
              • GA
              • HI
              • IL
              • MD
              • ME
              • MT
              • NC
              • NY
              • PA
              • SC
              • TX
              • VA
              • WA
              Loretta helps our clients with their administrative needs, including account inquires and requests. With a background in banking operations, Loretta has the knowledge and experience necessary to resolve our clients' service requests and monitor all account requirements. Loretta has worked in the financial services industry since 1986.

                    380 Knollwood Street
                    Suite 250
                    Winston-Salem, NC 27103
                    loretta.fredere@ubs.com
                    Loretta Fredere
                    380 Knollwood Street,Winston-Salem,NC,27103
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                  UBS ElectionWatch

                  Election day is over. Now what?

                  Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

                  Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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